R.W. Roge & Company’s Verizon VZ Stock Holding History

R.W. Roge & Company’s Portfolio VZ Stock Details VZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$219K	Buy	+4,379	New	+$203K	0.1%	63
2022 Q3	–	Sell	-4,169	Closed	-$212K	–	39
2022 Q2	$212K	Sell	4,169 -4,638	-53%	-$235K	0.15%	37
2022 Q1	$449K	Hold	8,807	–	–	0.31%	26
2021 Q4	$468K	Buy	8,807 +4,638	+111%	+$242K	0.36%	25
2021 Q3	$218K	Hold	4,169	–	–	0.13%	37
2021 Q2	$234K	Sell	4,169 -153	-4%	-$8.78K	0.15%	35
2021 Q1	$251K	Hold	4,322	–	–	0.17%	32
2020 Q4	$254K	Hold	4,322	–	–	0.19%	32
2020 Q3	$257K	Hold	4,322	–	–	0.2%	29
2020 Q2	$238K	Hold	4,322	–	–	0.2%	27
2020 Q1	$232K	Sell	4,322 -1,281	-23%	-$73.3K	0.24%	29
2019 Q4	$338K	Buy	+5,603	New	+$338K	0.34%	33

Other funds holding VZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

R.W. Roge & Company's VZ Position: Q1 2026 in Review

R.W. Roge & Company opened a new position in Verizon (VZ) in Q1 2026: 4,379 shares worth $219K. The stake represents 0.1% of the portfolio and ranks #63 among its holdings. This is a return to the name: R.W. Roge & Company previously reported a position in VZ as recently as Q2 2022.

R.W. Roge & Company first reported a position in VZ in Q4 2019 and has held it in 12 quarters since. The position peaked at $468K in Q4 2021. 3,261 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

R.W. Roge & Company held 4,379 shares of Verizon worth $219K as of Q1 2026.
Verizon was a new R.W. Roge & Company position in Q1 2026.
Verizon made up 0.1% of R.W. Roge & Company's portfolio in Q1 2026, its #63 holding.
R.W. Roge & Company first reported a position in Verizon in Q4 2019 and has held it in 12 quarters since.
R.W. Roge & Company's Verizon position peaked at $468K in Q4 2021.
3,261 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on R.W. Roge & Company's 13F filing for Q1 2026, filed 1 May 2026.